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On Holding
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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
451
Crewe Advisors
Utah
$4.24K – – –
NRG
452
Nemes Rush Group
Michigan
$4.24K – – –
VWA
453
VSM Wealth Advisory
Maryland
$4.24K – – –
TCM
454
Tradewinds Capital Management
Washington
$4.24K +$4.76K +100 New
PPC
455
Park Place Capital
Alabama
$4.07K – – –
CT
456
Colonial Trust
South Carolina
$4.02K +$1.05K +22 +30%
TFA
457
Transamerica Financial Advisors
Florida
$3.94K +$4.43K +93 New
BTI
458
Blue Trust Inc
Georgia
$3.73K -$203K -4,273 -98%
GWM
459
Geneos Wealth Management
Colorado
$3.18K -$4.71K -99 -57%
CFB
460
Cullen/Frost Bankers
Texas
$3.09K -$666 -14 -16%
CFS
461
Compass Financial Services
Iowa
$3.09K – – –
PWMG
462
Prestige Wealth Management Group
New Jersey
$3.05K +$3.43K +72 New
SC
463
Stephens Consulting
Michigan
$2.96K +$2.38K +50 +250%
BIA
464
Bell Investment Advisors
California
$2.8K -$2.09K -44 -40%
PG
465
Proffitt & Goodson
Tennessee
$2.54K +$2.86K +60 New
KA
466
Kozak & Associates
Colorado
$2.48K – – –
AAG
467
Armstrong Advisory Group
Massachusetts
$2.16K – – –
CIA
468
Cape Investment Advisory
Georgia
$2.12K – – –
BDPWM
469
Barnes Dennig Private Wealth Management
Ohio
$2.08K – – –
FFL
470
Financial Freedom LLC
Ohio
$2.03K – – –
CAL
471
Capital Analysts LLC
Pennsylvania
$2K +$2.62K +55 New
CT
472
Clearstead Trust
Maine
$1.74K +$1.95K +41 New
PTC
473
Private Trust Company
Ohio
$1.74K -$22.6K -475 -92%
CH
474
Cromwell Holdings
Wyoming
$1.52K +$1.71K +36 New
SNB
475
Security National Bank
Nebraska
$1.31K +$1.48K +31 New
17 18
19
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